Give Stocks - The Cross Church

Stock Donations

Donating appreciated securities, including stocks or bonds, is an easy and tax effective way to make a gift to the church. Gifts of appreciable assets not only qualify for a charitable deduction, but may also reduce or eliminate capital gains taxes. Any discussion of tax treatment is not intended and should not be considered as tax advice. Pleases consult your tax professional or financial planner for advice.

Stock Donation Instructions

STEP 1

Donor contacts Financial Advisor to request a stock transfer for the benefit of First Baptist Church of Wylie, TX dba The Cross Church, Established 1870 via DTC Delivery. Verbal or written instruction is allowable.

STEP 2

Donor provides the Financial Advisor with the following information:

Schwab Account #: 7708-5414

Schwab Account Name: First Baptist Church of Wylie, TX dba The Cross Church, Established 1870

The Cross Church Address: 100 North First Street, Wylie, TX 75098

Schwab Account #: 7708-5414

DTC (Depository Trust Company) #: 0164

Code: 40

Schwab Mailing Address: P.O. Box 982600, El Paso, TX 79998

STEP 3

Donor contacts Lisa Gatzke, Rockwall Wealth Management, to provide stock transfer information, including stock name and transfer.

Lisa Gatzke lisa@rickdirkse.com
Rockwall Wealth Management, Inc.
301 North Goliad, Rockwall, Texas 75087
Local: 972-771-1472

Step 4

Donor completes the following to ensure the gift is properly identified and recorded on the contribution statement:

First Name

Last Name

Address

City, State, Zip Code

Phone Number

Date of Transfer

Number of Shares

Stock Name and Symbol

Stock gifts will be allocated to General Tithes & Offerings unless otherwise designated:

Description of Designated Fund (if Other):

Please email finance@thecross.com or call us at 972-442-2261 with any questions.

Stock Donations

Stock Donation Instructions

STEP 1

STEP 2

Step 4

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